Kfg Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 214,901 shares of DFIP stock, worth $9.12 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
214,901
Previous 194,955
10.23%
Holding current value
$9.12 Million
Previous $8.15 Million
11.34%
% of portfolio
1.92%
Previous 1.88%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
150Shares Held
16.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.5 Million4.64% of portfolio